Our team leverages our disciplined approach, experience and tenure to help make a real impact on our clients' lives.
We combine personalized wealth management for executives, business owners and families with institutional consulting for corporations, nonprofits and family offices.
With the experience to help manage your complex financial needs — and a commitment to engage each generation of your family — we offer thoughtful advice dedicated to pursuing your independence and building upon your legacy.
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"We take the time to listen and gain a deep understanding of you, your family and your business. We work closely with you to develop a plan that connects all aspects of your financial world and delivers the type of service you would expect from a family office."
- Hingham Street Partners of Wells Fargo Advisors
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Our Team Has Earned 30 Total Advanced Designations and Degrees for Our Clients’ Benefit
Chartered Financial Analyst® (CFA®)
CERTIFIED FINANCIAL PLANNER® (CFP®)
Certified Exit Planning Advisor® (CEPA®)
Certified Divorce Financial Analyst (CDFA®)
Accredited Domestic Partnership AdvisorSM (ADPA®)
Chartered Retirement Planning CounselorTM (CRPC®)
Chartered Retirement Plans SpecialistSM (CRPS®)
Certified Portfolio Manager (CPM®)
Retirement Income Certified Professional® (RICP®)
Chartered Special Needs Consultant® (ChSNC®)
Certified Investment Management Analyst (CIMA®)
Financial Paraplanner Qualified Professional (FPQP®)
Retirement Income Certified Professional (RICP®)
Chartered Life Underwriter® (CLU®)
CLU® and Chartered Life Underwriter® are registered service marks of the American College of Financial Services.
Senior Portfolio Manager
Master’s degrees from institutions including Yale, Boston College, Columbia, Boston University, Bentley and Sacred Heart University
Recognized Among the Industry’s Finest.
Nationally and Regionally.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com) 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023. 2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron's based on the time period from Jan. 2022 - Dec. 2022. 2022 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2022; Data Compiled by Barron's based on the time period from Jan. 2021 - Dec. 2021. The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View full disclosure